Documents & Contracts
Build proposals, contracts, and quotes with e-signatures and payments built in — send them by email, SMS, or a public link, and keep everything tracked and organized.
26 articles
Getting Started
Recipients & Signing
- Add Multiple Recipients to a DocumentSend one document to several signers and CC'd viewers at once.
- Set a Signing Order for RecipientsRequire signers to complete a document one after another in sequence.
- Set Up Signer Roles in a Document TemplateDefine who signs what — Buyer, Seller, Witness — right inside the template.
- Choose Signature Types: Draw or TypeDecide whether recipients hand-draw their signature, type it, or pick either.
- Decline a DocumentRecipients can formally reject a document, with a reason you can act on.
- Share Documents with a Public Signing LinkLet anyone with the link sign — no account or existing contact record needed.
Automation & Workflows
- Send Documents Automatically from a WorkflowHave the right agreement go out the moment a deal reaches the right stage.
- Trigger Workflows from Document ActivityRun a workflow when a document is opened, signed, or completed.
- Auto-Fill Appointment Dates in a ContractWrite a booked appointment's date straight into the contract you send after it.
Payments & Invoicing
Templates & Content
- Auto-Fill Templates with Contact and Opportunity DataMerge fields pull saved record details into a document automatically.
- Sync Signed Field Data Back to Your RecordsSave what signers type into a document back onto the contact record.
- Format Documents with Multi-Column LayoutsPlace elements side by side instead of stacking everything vertically.
- Reuse Content with the Document Content LibrarySave pricing tables, signature blocks, and whole pages for reuse anywhere.
- Offer Optional Line Items in a QuoteLet signers choose add-ons and adjust quantities before they sign.
- Attach Files to Documents and TemplatesSend supporting spec sheets, brochures, or terms alongside a document.
Delivery & Tracking
- Send Documents and Contracts via SMSDeliver documents by text for faster attention than email.
- Track Activity on Documents and ContractsSee who opened, viewed, and signed a document, and exactly when.
- Manage Documents from a Contact RecordSee and resend every document tied to a contact from their profile.
- Set an Expiration Date for DocumentsClose a proposal for signing automatically after a set window.
- Redirect Signers to a Custom Page After SigningSend signers to a thank-you page, onboarding form, or booking link.
- Use Documents & Contracts in the Mobile AppSend documents and collect signatures from your phone, on-site.